Purchases and Sales Made in Q2 2024 in Ishares Barclays 1 3 Year Trea (SHY)
This table provides information about the institutional ownership of Ishares Barclays 1 3 Year Trea (SHY) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 1-3 YEAR TREA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.2K+ 48.24% |
$341K - $343K
|
12.9K
$1.06M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
4.19K+ 4.11% |
$340K - $342K
|
106K
$8.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.07K+ 5.08% |
$330K - $332K
|
84.2K
$6.91M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.01KNew |
$325K - $328K
|
4.01K
$329K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.93K+ 138.83% |
$318K - $321K
|
6.75K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.88K+ 3.01% |
$315K - $317K
|
133K
$10.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.88K+ 18.72% |
$314K - $317K
|
24.6K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.86KNew |
$312K - $315K
|
3.86K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.82K+ 4.3% |
$309K - $312K
|
92.5K
$7.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.75K+ 17.1% |
$304K - $306K
|
25.7K
$2.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.73KNew |
$302K - $304K
|
3.73K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.61KNew |
$292K - $295K
|
3.61K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.59KNew |
$291K - $293K
|
3.59K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
3.57K+ 8.22% |
$290K - $292K
|
47K
$3.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.55K+ 4.49% |
$288K - $290K
|
82.7K
$6.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
BUY
|
- |
3.53K+ 10.71% |
$286K - $288K
|
36.4K
$2.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.51K+ 7.92% |
$284K - $287K
|
47.8K
$3.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.5K+ 57.14% |
$283K - $285K
|
9.61K
$788K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.42K+ 8.92% |
$277K - $279K
|
41.7K
$3.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3.39K+ 222.21% |
$275K - $277K
|
4.92K
$403K
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.37KNew |
$273K - $275K
|
3.37K
$276K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.37KNew |
$273K - $275K
|
3.37K
$276K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.36KNew |
$272K - $274K
|
3.36K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.32K+ 111.35% |
$269K - $271K
|
6.29K
$516K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.31K+ 6.46% |
$269K - $271K
|
54.6K
$4.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.28K+ 10574.19% |
$266K - $268K
|
3.31K
$271K
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
3.24KNew |
$263K - $265K
|
3.24K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.23K+ 4.59% |
$262K - $264K
|
73.6K
$6.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
3.16KNew |
$256K - $258K
|
3.16K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.13K+ 6.56% |
$254K - $256K
|
50.9K
$4.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
3.09KNew |
$250K - $252K
|
3.09K
$253K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.02KNew |
$245K - $247K
|
3.02K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.01KNew |
$244K - $246K
|
3.01K
$247K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.99K+ 4.94% |
$242K - $244K
|
63.4K
$5.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2.98KNew |
$241K - $243K
|
2.98K
$244K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.95KNew |
$239K - $241K
|
2.95K
$242K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.91KNew |
$236K - $238K
|
2.91K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.87K+ 41.37% |
$232K - $234K
|
9.79K
$803K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.86KNew |
$232K - $233K
|
2.86K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.82K+ 17.03% |
$229K - $231K
|
19.4K
$1.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.81K+ 6.18% |
$228K - $230K
|
48.3K
$3.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.76K+ 10.74% |
$224K - $226K
|
28.5K
$2.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.73K+ 3.16% |
$221K - $223K
|
89.1K
$7.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.69K+ 58.39% |
$218K - $219K
|
7.29K
$598K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2.6K+ 2.8% |
$211K - $212K
|
95.4K
$7.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.54KNew |
$206K - $207K
|
2.54K
$208K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.48K+ 5.23% |
$201K - $202K
|
49.9K
$4.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2.47KNew |
$200K - $202K
|
2.47K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.42K+ 46.76% |
$196K - $197K
|
7.58K
$622K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.36KNew |
$191K - $193K
|
2.36K
$194K
|